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Navis Wealth Advisors’s Vanguard Real Estate ETF VNQ Stock Holding History

Navis Wealth Advisors’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Buy
+2,425
New +$232K 0.09% 155
2026
Q1 		– Sell
-2,300
Closed -$204K – 205
2025
Q4 		$204K Buy
+2,300
New +$207K 0.09% 172

Other funds holding VNQ

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Navis Wealth Advisors's VNQ Position: Q2 2026 in Review

Navis Wealth Advisors opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 2,425 shares worth $234K. The stake represents 0.09% of the portfolio and ranks #155 among its holdings. This is a return to the name: Navis Wealth Advisors previously reported a position in VNQ as recently as Q4 2025.

Navis Wealth Advisors first reported a position in VNQ in Q4 2025 and has held it in 2 quarters since. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

  • Navis Wealth Advisors held 2,425 shares of Vanguard Real Estate ETF worth $234K as of Q2 2026.
  • Vanguard Real Estate ETF was a new Navis Wealth Advisors position in Q2 2026.
  • Vanguard Real Estate ETF made up 0.09% of Navis Wealth Advisors's portfolio in Q2 2026, its #155 holding.
  • Navis Wealth Advisors first reported a position in Vanguard Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.